Zocks | AI for Advisors

Senior Consultant, Practice Management

Zocks | AI for Advisors  •  United States (Remote)  •  3 months ago
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Job Description

Applications will be accepted on an ongoing basis.
Location: Remote, USAAt this time, we are unable to hire in Montana, Alaska, Hawaii due to payroll and compliance limitations.
Visas We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
Interview Schedule: 15-minute initial call with the Hiring Manager, and up to three 30-45-minute calls with members of our team, followed by an offer pending references. The estimated interview time commitment is up to 3 hours.
Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process.
Apply today to be part of Zocks AI’s mission to transform the future of Financial Services!
We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks AI, we value diversity and believe it enhances our creativity, innovation, and overall success.  We encourage all qualified people to apply.
Zocks | AI for Advisors

About Zocks | AI for Advisors

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more.

With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth.

Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.

Industry
IT & Software
Company Size
51-200 employees
Headquarters
San Francisco, CA
Year Founded
2022
Website
zocks.com
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